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  • March 6, 2026

Weekly Pan Out

Jeff Clark and Jeff Valks

Jeff Clark and Jeff Valks

Gold, royalty and silver companies this week, PDAC recap, new podcast from Cayman, popular Daniela Cambone interview, new Fraser Survey, and we start off with a discussion on the bull-case for $4,500 gold.

Table of Contents The Debate on Where Gold is Headed Weekly Pan Out Hi Gold Advisor readers, When you’re in conference mode, you spend a lot of time in Ubers. Between the conference floor, dinner meetings, and the long drive out of the city, there’s plenty of windshield time to...

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Hi Folks, I would like to thank you for your great service. Learned a lot with your book and newsletters. Also your stock picks have been great on profit and really appreciate the detailed updates on the companies. Also appreciate you mentioning when to get out of a position or take some profits, and that is most appreciated.
– Scott C.
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By the way you (Peter) are one of three persons who I owe them a big big thanks for their systematic approach , transparency great analysis and great forecast for future.
– Firas A-H
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Your service is definitely a bargain compared to many others! Thanks so much for the quick and informative replies!! I love your site, very helpful!
– Matt B.
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The format of your website and newsletters is WAY better than any other newsletter I have ever seen – and I have seen a few. It is far more parsimonious, categorizes better and I can move between, portfolio table, overview of each stock and latest news easily – which is great for reminding myself of the basics and making notes on my charts as I mark them up. I haven’t used the free newsletters much but where they overlap with my holdings I may well start for the very reason I just stated. You are FAR more organized than your piers. Thank you again.
– Sam F.
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I loved your book, Jeff. Well done. I have been a stacker for ten years now and only started the mining stocks the past year and why I enjoyed your book. Peter’s Silver Bull was also great as well. My son and I follow you all and your podcasts. Thanks again.
– Nick B
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Thanks so much and I really appreciate your coverage of things. I’m starting to make some real money and you/Jeff Clark are big reasons why. Sincerely and with thanks,
– Jeff D
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Dear Peter, dear Jeff’s two X, First of all, thank you very much for your professional, enthusiastic, and at the same time insightful work. I’ve been reading your articles for about two years now and I’ve noticed and continue to notice how good you are in my portfolio. What do I mean by that? Until now, I was used to searching for, evaluating, and then buying the smaller explorers myself. Since I’ve been on your site almost every day, and my risk portfolio now consists of about 40% of the stocks you present and manage, it’s a sign of the quality you deliver, and I’m happy to add it to my portfolio. You fulfill three important points of my assessment of “other opinions and research”: 1. You are invested in your stocks yourself, some more than others, but still invested! 2. It’s transparent that you receive money from some of the miners for your work, and if not more, then it’s also transparent and fair! 3. You have tremendous knowledge, great enthusiasm, dedication, and a very good information-gathering base. I greatly appreciate all of this from afar in Germany!!! So: please stay healthy and hopeful for a long time to come and keep it up!!! Warmest regards from Hamburg, Bernhard M. p.s. this email says it all:)
– Bernhard M.
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I must say my wife and I are more and more impressed with your whole company with each issue. Your knowledge, research & style are suberb in our opinion. We’re in our mid 70’s and have seen a few things in our days. We actually can’t wait to read each issue.All the best to you!
– Sean & Jane P
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Thanks to you and your invaluable insight! I’ve almost doubled my portfolio and the year’s not over, there’s a whole quarter left to reach my goal of 100%! I have decided to buy a new car, to reward myself for making this my best year ever.
– Jordan S.
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Hi Jeff,Thanks for all your great advice. I am most pleased with the results. My portfolio of your recommendations is up well over 100% since January.
– Joe.H

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